--- title: Cone Reviews meta_title: 'Cone Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 34 reviews by the users' company size, role or industry to find out how Cone works for a business like yours. aggregate_rating: rating_value: 4.9 review_count: 34 scale: '5' date_modified: '2026-08-04' parent_category: name: Quote Management url: https://www.g2.com/categories/quote-management --- # Cone Reviews **Vendor:** Cone **Category:** [Proposal Software](https://www.g2.com/categories/proposal) **Average Rating:** 4.9/5.0 **Total Reviews:** 34 ## About Cone Cone is all-in-one accounting practice management and proposal software - built for modern accounting and bookkeeping firms. From proposals and engagement letters to billing, payments, workflow automation, and client communication - Cone delivers a unified experience that replaces multiple tools. Cone’s platform includes: - Customizable Proposals & Engagement Letters (standalone or integrated) - Billing & Payments (with automated invoicing, reminders, and recurring billing) - Multiple Pricing Packages - Time Tracking - Document Management - Email Management - Workflow Automation - Client Portal - Integrations with Xero, QBO, GoCardless, Stripe, Google Drive, SharePoint, and more Trusted by thousands of accountants and bookkeepers globally - across the UK, US, Australia, and beyond - Cone helps firms start small or scale confidently, without switching between tools or breaking the bank. P.S.: Cone’s proposal and engagement letter software is also available as a standalone product - perfect for firms looking to streamline onboarding and get paid faster. ## Cone Pros & Cons **What users like:** - Users find Cone's **ease of use** remarkable, facilitating seamless workflows and enhancing team collaboration efficiently. (17 reviews) - Users commend Cone for its **excellent customer support** , enhancing their overall experience and satisfaction with the product. (15 reviews) - Users love how Cone provides **time-saving efficiency** by consolidating essential tools into one platform. (11 reviews) - Users value the **efficiency** of Cone, noting significant time and cost savings through its all-in-one capabilities. (8 reviews) - Users commend Cone for its **affordability and all-in-one functionality** , significantly reducing costs and time for businesses. (8 reviews) - Users love the **flexibility** of Cone, allowing easy customization and effortless proposal management for their business needs. (5 reviews) - Users value Cone's **efficient proposal management** , appreciating its comprehensive features for seamless client engagement and automation. (5 reviews) - Automation (4 reviews) - Customization (4 reviews) - Easy Integrations (4 reviews) **What users dislike:** - Users notice a **learning curve** with Cone, but support makes the setup process smoother over time. (2 reviews) - Users face significant **deletion problems** without an autosave feature, resulting in lost work upon page reload. (1 reviews) - Users find the **difficult setup** of Cone requires time, though support from the team is appreciated. (1 reviews) - Users face **initial usage difficulty** due to limited help articles and guidance before signing up for the platform. (1 reviews) - Users face **limited customization** options for branding and content, hindering proposal personalization for clients. (1 reviews) - Users find the **limited design options** frustrating, lacking flexibility for branding and custom content in proposals. (1 reviews) - Users find **limited template flexibility** frustrating, as it restricts branding and customization options for proposals. (1 reviews) - Navigation Difficulty (1 reviews) - Poor Customer Support (1 reviews) - Poor Integration (1 reviews) - [View Cone pricing details and edition comparison](https://www.g2.com/products/cone-accounting-practice-management/reviews?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-08-07+08%3A50%3A27+-0500&secure%5Bsession_id%5D=b58e53ee-938a-421f-a71b-d341b38f0fd7&secure%5Btoken%5D=323131feec99c34b05bd4feb76fae753085674db85b59f0b8bfa372a2f0eb4f0&format=llm_user) ## Cone Integrations - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Xero](https://www.g2.com/products/xero/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) ## Cone Features **Additional Functionality** - AI Copilot - Electronic Signature - Approval Process Control - Customer History - Workflow Management - Reminders - Automated Quoting - Price/Margin Management - Contact Management - Drag & Drop - Pricing and Cost Calculations - Calendar Management - Catalog Management - Client Portal - Discount Management - Real-Time Data - Proposal Generation - Billing & Invoicing - Generative AI - Customizable Branding - Template Management - Document Management - Estimating - Email Management - Third-Party Integrations - Reporting & Statistics - Access Controls/Permissions - Customizable Fields - CRM - Pricing Management - API - Accounting Integration - Activity Dashboard - Contract/License Management - Electronic Payments - Audit Trail - Quotes/Estimates **Document Creation** - Customizability: Variables and Fields - Template Creation and Flexibility - Rich Media - Online Document Creation - PDF Creation - Custom Branding **Communication** - Client Portals - Automation - Consolidation **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Workflow** - Document Builder Interface - Collaborative Creation - Assembly and Approval Workflows **Collaboration** - Collaboration - Tasks - Version Control - Approval Process Control **Analytics** - Engagement Tracking - Proposal Effectiveness Reporting - Reporting and Dashboards **Billing** - Time - Reporting - Invoices - Activity Dashboard **Administration and Platform** - User, Role, and Access Management - Alerts and Notifications - CRM Integration - E-Signature Integration - CPQ Integration - API / Integrations - Contract/License Management - Knowledge Base Management - Contact Management - RFP Management - Workflow Management - Document Management - Task Management **Onboarding** - Templates - Checklists - New Client **Visibility** - Job Status - Metrics - File Organization - Audit Trail - Notifications - Integrations **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Additional Functionality** - Templates - Collaboration Tools - AI Copilot - CRM - Automatic Formatting - Client Portal - Access Controls/Permissions - Quotes/Estimates - Customizable Reports - Content Library - Data Import/Export - Document Review - Document Automation - Reminders - Audit Trail - Reporting & Statistics - Approval Process Control - Version Control **Agentic AI - Accounting Practice Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration **Additional Functionality** - Invoice Management - Expense Tracking - Generative AI - Online Payments - Messaging - Financial Analysis - Email Management - Workflow Management - Customizable Reports - Client Management - Document Management - Time Tracking - Staff Management - Timer - Search/Filter - For Accountants - Multi-Currency - Financial Management - For CPA Firms - API - Progress Tracking - Task Management - Secure Data Storage - Electronic Payments - Reporting & Statistics - Credit Card Processing - Time & Expense Tracking - Project Management - Appointment Management - Approval Workflow - Billing & Invoicing - Document Storage - Status Tracking - Configurable Workflow - Due Date Tracking - Project Time Tracking - Reminders - Accounting - Data Import/Export - AI Copilot - Reporting/Analytics - Customizable Branding - Invoice Processing ## Top Cone Alternatives - [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - 4.7/5.0 (3,446 reviews) - [Proposify](https://www.g2.com/products/proposify/reviews) - 4.6/5.0 (1,116 reviews) - [TaxDome](https://www.g2.com/products/taxdome/reviews) - 4.7/5.0 (704 reviews)